chessieNNN
Returning Member

Get your taxes done using TurboTax

Go back to the drop down menu you get in Turbo Tax when you select the option to import data.  In the past, the correct selection was Wells Fargo Advisors, but that choice is not presented, instead TT offered something like "Wells Fargo" and "Wells Fargo Clearing House".  The clearing house selection worked for me.  The other one must refer to Wells Fargo Bank or something else.  Anyway, you have to go back to the menu that the TT software offers.  I hadn't heard of Clearing House either, but it is apparently what I am in.

Follow the other info on this thread:  make Chrome the default, sign in, give approval on the permission pop up,  get the "success" salutation, search/scroll on the browser page to find the 1099's to be imported and the "import" button.